Jonathan Davis Wealth Management,
Chartered Financial Planners
We provide a complete wealth advice service and we have been doing so since 2001.
Wealth and Later Life Finance Adviser, Jonathan Davis BA MBA FCII FPFS EFP, and Senior Paraplanner, Brendan Bensley BA FPFS EFP, are Chartered Financial Planners.
Client Portfolio Performance From 1 Jan 2016
Typical client portfolio (net of all fees) v RPI and Cash
To end of quarter.
We advise you based on what we would do, were we in your shoes, given what we know.
We want to work with you over the long term.
It is our principal aim that you are delighted after instructing us.
Look in Booms & Busts Reports for how we approached wealth management over recent months and years, and advised our clients.
Take a walk through the site. Then decide if you would like to speak to us, with no obligation. Truly, we can help you to achieve your goals. We do this for clients every day. See, above, what wonderful things our clients have said about us.
Contact us to see how we can help you:
Telephone: 0345 862 2919 or email Jonathan directly by clicking on: email@example.com
After a brief discussion, once we are sure we can help, we will arrange to meet with you, with no-obligation on your part. Our in-depth Discovery Meetings normally last around 2 hours. We will review your arrangements and make appropriate comment, as well as say what we would advise. We will then write with service proposals and costs. Then you decide if you wish to instruct us to work for you.
Click here to see why you ought to contact us to consider having us as your Wealth and/or Later Life Finance Advisers.
Click here to read how we help real families, like you.